BlueSky Wealth Advisors
Fee-Only financial planner located in New Bern, NC, serving clients locally and across the country
Stephen works with senior management to formulate and implement standard financial planning strategies and manage day-to-day client advisory needs. Stephen uses his background in trust and wealth management to deliver superior service and advice to clients. In addition to his role as a Wealth Advisor at BlueSky, Stephen also serves on the NAPFA Genesis Leadership Committee helping advance the fee-only profession amongst the younger generation of advisors.
Before joining BlueSky, Stephen moved from North Carolina after graduating Summa Cum Laude with his MBA from Campbell University to New York City where he was recruited as a Financial Analyst at AJ Wealth. He worked directly with ultra high net worth clients from all around the world on a variety of complex financial and estate planning transactions.
Stephen completed his BBA in Trust and Wealth Management and MBA in Business Administration, with a minor in Financial Planning in under five years from Campbell University. His degree included a concentration in estate planning, retirement planning, investments and financial planning.
Stephen lives with his wife and two children, Daphne and Winston, in New Bern, North Carolina.
What do you enjoy most about being part of BlueSky?
I love researching and solving whatever problems our clients face. Helping people and giving them peace of mind is a passion of mine.
What does “improving the quality of our clients’ lives” mean to you?
It means taking worries off the table. We are an advocate for our clients in whatever ways they need, both helping them with the issues they are currently facing as well as helping them secure their financial future.
What keeps you busy when you’re not working?
I love to spend time with my wife and children, go to the beach, watch and play sports, and spend time with extended family.
Stephen Fletcher is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
As a young man, David L. Blain, CEO of BlueSky Wealth Advisors, was always working hard to earn extra money by cutting grass, delivering newspapers, laying sod, or paving roads. With the help of his father, he invested those hard-earned dollars and, as he watched his money grow, developed a passion for investing. David’s self-guided study of finance continued even as his main focus was on his engineering courses at West Point and later leading soldiers as an officer in the U.S. Army.
Eventually, as he became more financially successful, David looked for assistance from investment, real-estate and tax professionals. To his dismay, he found a world of confusing titles, service models and fee structures. Not only that, David was underwhelmed by the level of expertise and personal service available to someone who wasn’t ultra-wealthy. He simply could not understand why it was so difficult to find a firm that provided honest, high-quality, reliable advice for a fee that was transparent and reasonable.
As soon as David left the military in 1999, he joined the National Association of Personal Financial Advisors (NAPFA) and started D.L. Blain and Co., (originally Blain Investment Counsel) becoming one of only a handful of firms in the nation that offered comprehensive financial services on a fee-only basis. D.L. Blain and Co. had its genesis in providing a service to clients in the way David wanted to be served when he was looking for an advisor.
A few years later, after earning the prestigious Chartered Financial Analyst (CFA) designation in 2003, David and his wife were able to fulfill their dream of living on the water by moving to New Bern, North Carolina. As they began their lives on the coast, David’s passion for offering financial solutions on a fiduciary basis was met with great success. Soon, it was clear to him that he needed to create a plan in case something happened to him so that his clients would not be adversely affected. He knew the best way to accomplish this was to build an elite team of advisors and support personnel who could deliver the same level of service while guaranteeing there would always be more than one person accountable for their needs.
David started by creating a client service department. This ensured that he and other advisors could focus on the clients’ planning and investment needs, not time-consuming paperwork and processes. Then, over the span of several years, he continued to hire highly-credentialed advisors from all over the country, creating an extremely skilled advisory team.
In the summer of 2013, David was presented with an opportunity he knew would position BlueSky to improve the financial lives of many more people; D.L. Blain & Co. would acquire Pleasanton Financial Advisors in Pleasanton, California. The former owners chose David’s firm over several other offers because they were impressed by the similarities of the two companies, and the unique and distinctive perspectives they shared on advising clients on investment and financial affairs.
As the firm began this exciting new chapter, David felt he needed a new name that would better describe the optimistic future of the firm, so he changed the name to BlueSky Wealth Advisors. Then, two years later, another incredible opportunity came along allowing the acquisition of a second fee-only firm, LifeStream Financial, in Santa Clara, California.
Today, BlueSky Wealth Advisors continues to thrive, finding new and innovative ways of bringing fee-only financial services to successful individuals and families all over the world. This success is fueled by the commitment we have to helping our clients improve their lives through the application of financial planning and investment strategies while addressing the unique circumstances and goals of each individual and family we proudly serve.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Stephen Fletcher is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Stephen Fletcher is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Stephen Fletcher is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Stephen Fletcher
2131 S Glenburnie Rd
New Bern, NC 28562
1735 N. 1st Street
San Jose, CA 95122
1811 Santa Rita Road
Pleasanton, CA 94566